Click the Financial tab on the left toolbar.
Financial Dashboard can be reviewed to see an overview of the current sales. Most of the dashboard information can be viewed in more detail or exported by using Financial Summary Report.
Go to Settings in the top right.
The bolded items below must be configured prior to using the financials in each event.
- Add-On Setup - when enhanced listings are a part of the package, allows configuration of a sales portal. For sales of sponsorships and other non-digital assets see Sponsorship Sales.
- Cancellation Schedule - When an Exhibitor vacates their booth, they will be charged a Cancellation Fee according to this schedule. Must be configured to use floorplan features.
- Credit Card Processing Fee - when Affinipay Payment Gateway is in use, configuration of fee charged on the public site when credit card purchases are made.
- Financial Setup - All items sold/processed through Global Admin must have a financial item with pricing. Item Types must be set up first.
- Generate Invoices - prior to reporting or sending emails, make the system calculate invoiced amounts due, as well as apply any overpayments
- Item Types - set up categories for items
- Payment Methods - should be deactivated unless financial export features are in use. If it's activated, it must be populated with a working copy of each payment method in the beginning of each show.
- Payment Schedule - set up dates and percentages due over time. Must be configured to use invoicing and payment features.